To start tracking progress, you just have to add a metric to a project.
What we mean by tracking progress
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How to add a metric to a project
There are several ways to do it, depending on which page you’re currently on.
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What it means to add a metric to a project
When you add an outcome or progress tracker to a project, it means that
You can post stories that contain progress relating to that progress tracker
The progress tracker and/or outcome appears on the project page in the Progress Panel
You can set project-level targets for the progress tracker
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You need to create a project first before you can add goals and sub goals to a project |
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Quick summary of how to do it
Watch the walkthrough:
https://www.loom.com/share/cbe59fd76a9e4bc4bf43996a038184a4
There are several ways to add Progress Trackers and Outcomes to a project
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From
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From a Collection
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From your Library
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From the project’s Edit Theory of Change page
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From a Strategy
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From a Survey
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the Edit Outcome or Edit Progress Tracker page
To get to the Edit page of the Outcome or Progress Tracker (metric), follow these steps:
Select My Apps in the top menu
Select Metrics
You arrive in the Metrics App
Find the metric in the by using the pagination
Press the Actions button next to the name of the metric
A metric menu dropdown list appears
Press Edit within the Actions dropdown on the right side.
You arrive on the Edit Metric page
On the Edit page, click Advanced to open the Advanced section
Go to the Projects field
In the Projects field, enter the names of the projects you want to add the Outcome or Progress Tracker to
Note: you cannot add Multiple Choice Trackers, Achievement Trackers or Numerical Trackers to a project directly. You must add them to an Outcome and then add that Outcome to the project(s).
To ensure that the progress tracker is available when you post updates, you must follow these steps:
Access the Project Targets page of the project you have added the progress tracker to. (Access the Edit Project Targets page)
Click Save.
Now that you have done this, you will be able to post updates that contain progress tagged to this metric.
From the Explore Goals page
Select Explore in the top menu
You arrive on the Explore Surveys page
In the Explore all Departments dropdown list: select Goals
You arrive on the Explore Metrics page
The Explore page contains Progress Trackers that can be added to your projects
To filter to only see the Progress Trackers in your organisation’s library:
deselect Public in the Owner section on the left
select the name of your organisation in the Owner section on the left
The Add To Project button appears next to every
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Click
Activity Tracker, Attendance Tracker and Outcome
Click the Add To Projects button.
A popup appears
Select the project(s) you want to add the metric to
Press Close once you are done
To ensure that the progress tracker is available when you post updates, you must follow these steps:
Access the Project Targets page of the project you have added the progress tracker to. (Access the Edit Project Targets page)
Click Save.
Now that you have done this, you will be able to post updates that contain progress tagged to this metric.
From a Collection
A collection is a group of Progress Trackers, Outcomes, Surveys and Strategies
Each Progress Tracker within the Collection has an Add To Project button on it
Click that button to add the Progress Tracker to one or more of your projects
To ensure that the progress tracker is available when you post updates, you must follow these steps:
Access the Project Targets page of the project you have added the progress tracker to. (Access the Edit Project Targets page)
Click Save.
Now that you have done this, you will be able to post updates that contain progress tagged to this metric.
From your Library
Every user has a Goals Library and if you are an Organisation Admin you also have an Organisation Goals Library
Every Progress Tracker in the Library has an Add To Project button on it
Click that button to add the Progress Tracker to one or more of your projects
To ensure that the progress tracker is available when you post updates, you must follow these steps:
Access the Project Targets page of the project you have added the progress tracker to. (Access the Edit Project Targets page)
Click Save.
Now that you have done this, you will be able to post updates that contain progress tagged to this metric.
From the project’s Edit Theory of Change page
Every project has an Edit Theory of Change page
It allows you to add and remove project Progress Trackers and Outcomes
From a Strategy
A strategy is a group of Progress Trackers and Outcomes grouped into a template that can be easily added to a project.
Steps
Go to the Strategy page
Select the Use strategy button
Select the project you want to add the Strategy to
Press Save
The Progress Trackers and Outcomes within that Strategy will now appear on the project’s progress panel
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How to identify which strategies the Progress Trackers & Outcomes on a project come from |
From a Survey
When a survey is added to a project (i.e. when a Survey Campaign is created), the Progress Trackers within the survey are automatically added to the project